See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,850 | $88,672+186.3% | $105,223+141.2% | $82,448+207.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.64% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $14,911 | $3,048+389.2% | $3,689+304.2% | $2,551+484.5% |
| Participant deferral / active EE | $5,115 | $4,036+26.7% | $5,072+0.9% | $4,139+23.6% |
| Admin fee / account holder | $12,117 | $7,146+69.6% | $8,859+36.8% | $7,234+67.5% |